LFG

Larson Financial Group Portfolio holdings

AUM $2.99B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,942
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$24.2M
3
+$17.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.59M
5
PLTR icon
Palantir
PLTR
+$7.43M

Top Sells

1
+$8.61M
2
+$4.34M
3
+$3.91M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$3.5M
5
VSTO
Vista Outdoor Inc.
VSTO
+$3.42M

Sector Composition

1 Technology 13.17%
2 Financials 4.23%
3 Healthcare 3.61%
4 Consumer Discretionary 3.48%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$152 ﹤0.01%
26
2502
$152 ﹤0.01%
1
-53
2503
$151 ﹤0.01%
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2504
$150 ﹤0.01%
1
2505
$149 ﹤0.01%
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2506
$149 ﹤0.01%
+8
2507
$149 ﹤0.01%
5
-246
2508
$149 ﹤0.01%
6
2509
$147 ﹤0.01%
+4
2510
$147 ﹤0.01%
+16
2511
$147 ﹤0.01%
7
2512
$147 ﹤0.01%
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2513
$147 ﹤0.01%
2
2514
$147 ﹤0.01%
+4
2515
$146 ﹤0.01%
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$146 ﹤0.01%
4
-241
2517
$145 ﹤0.01%
2
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$145 ﹤0.01%
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2519
$145 ﹤0.01%
3
2520
$144 ﹤0.01%
4
-5
2521
$144 ﹤0.01%
3
2522
$144 ﹤0.01%
1
2523
$144 ﹤0.01%
14
2524
$144 ﹤0.01%
+30
2525
$143 ﹤0.01%
5
99 100
101
102 103